Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

0
votes
1answer
24 views

Process Builder / workflow rules not firing

I'm having some issues with a Process builder. I want it to fire when the Last Modified Date is some time ago (a couple of minutes in my example below, just for testing) and that the Case Owner is ...
0
votes
2answers
23 views

Can Process Builder access the old version of a record?

For example, I know I can use Trigger.Old in an update trigger to access the old version of a record (before the update takes place). Is this possible in Process Builder or Flow Builder? I've ...
0
votes
0answers
17 views

Maximum field that can be defined in Process Builder condition

We have set of field that we need to detect changes in the object for validation rule, it around 71 (because it getting bigger) and it hit formula character limit. So we move to Process Builder to get ...
0
votes
1answer
14 views

How to activate a Process Builder inside a managed package

I have a managed package which ships with a template process builder which is inactive. I am trying to find a way to activate this process builder via the metadata API. Activating it via the UI is ...
0
votes
0answers
18 views

Lead to Queue if Task is untouched for 10Days [on hold]

Can someone please help me with best approach on how to achieve this. I want to move the Lead to a specific queue when the task associated to that lead is not touched and is open for 10 days. I ...
0
votes
0answers
20 views

Starting a Process from site? [closed]

I want to start a process from a button from a site. I know I can create the input, for instance, a hidden field that checkbox is set to true when the button on the site is clicked. But this button ...
0
votes
0answers
14 views

Temporary login access to user as system administrator

I am following a method explained in this blog to automate the process, https://jenwlee.wordpress.com/2015/08/23/how-to-use-flow-and-process-builder-to-temporarily-grant-system-admin-rights-to-a-user/....
0
votes
0answers
20 views

Process Builder activation error

I have a process builder that invokes a method from a class where it passes one of the three parameters. In the class the InvocableVariable is a List of Custom object Call__c but from process builder ...
1
vote
0answers
18 views

Using Process Builder to Send new Agreement to contact? [closed]

I am looking to create a new record and agreement and send it to a contact when they are added to the system. What is the best way to get started with that?
1
vote
2answers
42 views

Process Builder causing Apex Test class failures - How to handle?

Hoping someone can help with the following issue I am currently experiencing. I have created a new process via the process builder that sets the Contact owner to be the same as the Account Owner on ...
1
vote
1answer
21 views

Currency or Number in Process Builder formula

Getting an error when trying to display the currency or value of a field using the formula in Process builder. I need this to work for a callout. Error Your changes are saved, but you can't ...
1
vote
0answers
13 views

Create an email reminder with related items based on criteria

I am trying to understand the most efficient way of going about implementing the following scenario. Any links or guidance will be much appreciated! Scenario There are two related objects Projects ...
0
votes
1answer
46 views

Queueable Apex vs process builder and Flow

Here is the scenario: On insert of a record/records of Object - Apartment__c and conditions like Floor>7 AND Num_Of_Appt > 200(has like 4-5 conditions that should be met) , I should Query the ...
0
votes
0answers
10 views

Opportunity Process builder not working on Lead convertion [closed]

We have a Process builder to update the price book once if Opportunity is created. If we create it in UI it's working fine. But if we create Opportunity via lead conversion it not updating the price ...
2
votes
1answer
35 views

Firing Process Builder on Object Insert From Apex

We automatically create an Opportunity when an Account is created as part of an after-insert Trigger on Account. This all occurs in the after insert Account transaction, there are no @future or ...
0
votes
1answer
9 views

Triggering process builder to fire when About Me is changed

In Lightning Process builder, formulas that use ISCHANGED to evaluate AboutMe on User will save, but will not fire their actions. This is only the case on User, with this field. On other objects, ...
1
vote
0answers
15 views

Auto change owner process builder

I want auto change owner when I upadate status or comment in case. I search: Next, add an immediate action to update the record that started the process, with field update as Owner Id/Field Reference/...
1
vote
0answers
22 views

RelatedToId field does not exist while deploying process builder

I have created a process builder where I am creating a new EmailMessage record when an email is sent. When I am deploying the Process builder, I got the below error, although, I have included ...
1
vote
0answers
12 views

Changing Quote Status to Won

How can I change the field status of a Quote to "Won" if the customer approves of the quote? I am only seeing a predefined picklist of values that does not include "Won". What is the best way to ...
0
votes
0answers
17 views

Process Builder send out Correct emails (not retroactively)

We have a custom child object called ‘Placements’ which has a many to one relationship to the parent ‘Account’ (person Account) object. We currently send out emails to the Account (via a process – ...
0
votes
0answers
11 views

Formulating quantity remaining from quantity sold and quantity used (on a custom object)

I am trying to formulate the quantity remaining from product sold quantity (opp line item) minus quantity used, which is a field on a custom object that is related to the opportunity. I tried creating ...
0
votes
1answer
28 views

Send Email to user when case attachment is empty

My requirement is to send user an email after 10 mins, after he creates a case. Once the case is created and saved, if there is no case attachment,the user should be sent an email. I am planning to ...
0
votes
0answers
12 views

Process Builder invocable Apex action does not list “Reference” for list of objects, only “Field Reference”

I seem to be missing an option in my Apex action type called "Reference" which should refer to the list parameter in my invocable method. All I get is "Field Reference", which then expects me to ...
1
vote
1answer
28 views

Process Builder - How Big is too Big? Can PB handle this?

We're doing a case routing overhaul and considering process builder. If we choose process builder it be around: -100-150 Criteria's -10-30 actions per criteria -(Possibly a 2nd criteria with 10-30 ...
0
votes
0answers
21 views

Parsing text field on left and right

I have task names (in a field on Krow Task called Name) that look like this: "XYZ - Business Requirements Summary". I need to parse this field out so that it only shows "Business Requirements" in a ...
0
votes
0answers
22 views

PB Order of execution

I have an object on which we have trigger, one of the batch class is also picking up those records and a process builder. Now when we create a record in that object, as per the order of execution, ...
2
votes
0answers
22 views

Process builder with multiple actions

Currently I have the task of creating a process builder that creates a billing record. On update/edit if [create billing statement] is checked then it runs. action 1: create billing record action 2:...
0
votes
0answers
20 views

Tooling API: Fetch sObject details of Process builder

I know we can fetch Active Version and latest version details using Tooling API from FlowDefinition, however is there a way we can fetch sObject details? '/services/data/v43.0/tooling/query?q=Select+...
0
votes
1answer
30 views

Help creating process builder or trigger for updating task created from Opportunity

Happy Friday. I am trying to create a trigger to map fields from an opportunity to the task that was created from it.  The Related to field will be populated with the Opporunity name, but I cant seem ...
1
vote
0answers
32 views

Need to reconfigure Process builder formula

Person Accounts is enabled Have multiple record types on Accounts (a few for 'Accounts' and a few for 'Person Accounts' They have an old process that was implemented, but we re-architected the ...
0
votes
0answers
11 views

Difference between globalconstant.null & isnull

Im not able to understand the difference of using globalconstant.null & isnull condition when Im creating PB criteria.. I had created PB that will update a custom field and fill that field with ...
0
votes
0answers
20 views

Process builder and mass update

My question is about behaver of Process builder when we do mass update with ListView or Data loader. Is it triggered sepeparately for each record? If not and it is mass triggered how can we secure it ...
0
votes
1answer
18 views

Time-based email alerts for new Opportunity after Lead conversion not working

I need email alerts to go out in 3 time intervals after a Lead is converted to an Opportunity (with mapped "Submission_Id__c" <> NULL). For example... If after one hour an Opportunity is in "Open"...
0
votes
0answers
4 views

Automatically create a social post and display the post in the parent case feed

It's like a little chat bot. We have a facebook ad with some options, depending on the option I would like to automatically create a post from salesforce back to the client (this was very easy in ...
1
vote
1answer
29 views

Process Builder - Email notification only when lookup field changes from null to value

Process Builder to end email alert. 1 ) When Look(User) changes from NULL to Value the Send email alert to New Value 2 ) When look(user) changes from Value to NULL send mail to old value.
0
votes
0answers
11 views

Process Builder in Professional edition for Email Alert

I am working on professional edition sandbox. I have created a Email alert process builder. Once lead is created it will send a mail to recipient that a new lead has been created with email template. ...
0
votes
1answer
24 views

Global invocablemethod for Professional edition org

Professional edition can have up to 5 process builders, but their immediate action doesn't contain "Apex". If we install a managed package which has a global invocable method, will the Apex appear as ...
0
votes
2answers
22 views

Create exceptions in test classes for a process builder?

Is is possible to create exceptions in a Test Class for (example) Process Builder "XYZ NAME"? To avoid the test class running that process. Right now my work-around is to manipulate the criteria in ...
0
votes
0answers
28 views

Update case record when Email Message Status changes

want to update a checkbox whenever related email message status gets updated From "New" to "Read". I tried with workflow and trigger, neither worked. Somewhere on Stackoverflow, I found Email ...
1
vote
1answer
59 views

Process builder are scheduled actions independent?

I have scheduled actions that run at certain times dependant on a custom field. Based on my scheduled actions, It will wait 30 days and do something. After the 30 days, it will run the next schedule ...
0
votes
1answer
18 views

Process builder is creating multiple records instead of ONE

On Opportunity Object i have 3 custom currency fields called 1) Product Amount 2) Support Amount 3) Maintainence Amount Total Value of these 3 fields is reflected on formula field called Deal Value,...
0
votes
0answers
15 views

Process Builder don't run action on a particular day

I have a process builder setup. I want to send an E-mail twice a day for the first three days. I call an apex class every 12 hours which does this 6 times. However, I don't want to call this apex ...
1
vote
2answers
48 views

Prevent Recursion/CPU Limit in Process Builder

I have a Process Builder that I created which is working fine in my lower sandbox but is throwing a CPU Limit error when deployed to production. I have used IsChanged in the process builder. I think ...
0
votes
0answers
18 views

Is it possible to reference custom field names of a child object in a text field to be used like a merge field on the child object?

I am trying to create a way to use templates and merge fields on custom objects just like you can use merge fields on email templates using text fields and a field updates. For example: I have 2 ...
0
votes
2answers
30 views

Trying to send attachment in Notes and attachments section via email alert

I have setup a task custom object. When the user changes the status of task from pending to completed, an email alert needs to be sent to the person with the attachment that is available in the 'notes ...
1
vote
1answer
16 views

ProcessBuilder For Task Creation

Hi I have Created a Process Builder for Task creation and i want that it will pick the Specific record type rather then the default one, only way i am finding it to Hardcode the Record type ID as ...
0
votes
1answer
10 views

Copying EventLogFiles to Custom Object using Process Builder / Flow

I am looking at saving EventLogFile entries to a custom object. In particular I am interested in the ReportExport EventType. Is it possible to use configuration (not a trigger) to create a record, ...
1
vote
1answer
21 views

Case syntax question

Having issues with the following Case function. I'm getting an error in Process Builder: "The formula expression is invalid: Syntax error. Missing ')' . I can't seem to figure out what I'm missing. I'...
0
votes
0answers
19 views

Opportunity Line Item's Unit Price(quoted price) field update from related Product custom field

I have a requirement to update the Unit price(quoted Price) field of an Opportunity Line Item from the related Product Object custom field. And I need to perform this update when I am creating the ...
1
vote
1answer
65 views

Process Builder vs workflow Limitations

I know this was asked multiple times with variable context. I have gone through the SF documentation regarding Process Builder & Workflow limits & different use cases but I'm still unable to ...